- Trusts licenses and foundations with clients
- The evolving role of Family Offices in Switzerland
- Neobanks vs Traditional Private Banks
- Strategic initiatives to plan and prepare for clients
Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services
- Serving Next-Gen Clients: Beyond Digital and Personalization
- Creating a Client Service Framework: From Reactive to Proactive
- The Great Wealth Transfer: Navigating Intergenerational Dynamics
- Attracting New Clients: Beyond Traditional Referrals
Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services
Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services
